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Salesforce Consulting Services

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8+
years of experience
100+
in-house professionals
440+
Salesforce certificates
600+
completed projects

What Do Salesforce Consulting Services Include?

CRM Strategy and Business Process Optimization

  • Assessment of current sales, service, and marketing workflows
  • Identification of process inefficiencies and automation opportunities
  • Definition of key performance indicators and success metrics
  • Alignment of CRM strategy with overall organizational objectives
  • Development of a customized Salesforce roadmap
  • Redesign of key business processes for efficiency and scalability
  • Planning for user adoption and change management
  • Strategic guidance to maximize ROI from Salesforce CRM Consulting Services
Schedule your CRM strategy session
Explore automation opportunities
  • Salesforce Consulting Services to optimize operations and reduce manual work
  • Configuration of approval processes, notifications, and task assignments
  • Automation of business processes via Salesforce Flow, Process Builder, and Apex
  • API-based data exchange and synchronization solutions
  • Connection of Salesforce with third-party platforms, including e-commerce, finance tools, etc.
  • Design and deployment of custom integrations with external systems

Custom Integrations and Workflow Automation

Migration, Optimization, and Managed Services

  • Migration from legacy/inefficient CRM systems to Salesforce
  • Performance assessment and optimization of data models, reports, and queries
  • Ongoing system administration, monitoring, and maintenance
  • Preparation and readiness for Salesforce seasonal releases and updates
  • Health checks, audits, and proactive issue resolution
  • Continuous improvement planning through regular system reviews
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Request an implementation quote
  • User training, documentation, and post-launch support
  • Integration with ERP, accounting, and other core business platforms
  • Data migration from legacy systems, including data cleansing and deduplication
  • Customization of Lightning Experience and navigation menus
  • Creation of custom objects, fields, record types, and page layouts
  • Setup of user roles, profiles, permission sets, and sharing models
  • Requirement gathering through discovery workshops

End-to-End Salesforce Implementation Consulting

Why Choose Twistellar as Your Salesforce Consulting Agency?

From strategy to support, we deliver high-impact Salesforce solutions on time, on budget.
Our team includes 100+ certified Salesforce experts with deep expertise across the Salesforce ecosystem — from core Clouds such as Sales, Service, and Experience to specialized solutions like CPQ, Field Service, Marketing Cloud, Commerce Cloud, and MuleSoft.
Certified Salesforce specialists
strategy and business process optimization
CRM
Our experts ensure smooth adoption. We provide comprehensive training programs for your workforce that are tailored to your needs, reducing downtime and maximizing ROI.
Client-centric approach
Our 5-star ratings on Clutch and AppExchange demonstrate that leading enterprises trust our solutions. Twistellar is committed to quality, ensuring that every project delivers measurable business value.
High customer satisfaction
years of experience
8+
We handle every stage of your Salesforce journey, from initial discovery to post-go-live support. Our full-stack approach ensures seamless integration and scalable solutions.
Turnkey implementation
Scale your projects with confidence
Whether you’re a startup or a Fortune 500 company, we have the expertise to help. We have successfully delivered hundreds of projects for clients across the globe.
24/7
personal involvement of Twistellar founders in project success
Twistellar Salesforce Consultants begin by understanding your business from the ground up. Depending on your goals, we offer two paths. You can choose between a fast-track launch with our pre-built Salesforce QuickStart packages — perfect for a quick takeoff and future scaling — or a full-scale discovery process to develop a Salesforce setup that mirrors your business model and growth ambitions.

Discovery Phone Call

We break down the project into clear phases, providing a detailed estimate and budget upfront. This includes timelines, costs, and deliverables — empowering you to make informed decisions and plan your investment with confidence.

Estimate and Budget Discussion

Our development process is systematic and iterative. We build, test, and refine your Salesforce solution in cycles, incorporating feedback and demonstrations at every stage to ensure alignment with your business objectives and technical requirements.

Implementation Stage

Before launch, your team conducts User Acceptance Testing (UAT) to verify that the SFDC solution meets your operational needs. We ensure every feature works as expected and aligns with your business processes, minimizing risk and disruption.

User Acceptance Testing

Going into Production

We support your transition into production with a structured deployment plan. Your new Salesforce environment goes live smoothly, with all systems integrated and ready for action.

Support and Hypercare

Success doesn’t end at launch. As one of the top Salesforce Consulting Partners, we provide proactive post-go-live support and hypercare to resolve any issues quickly, optimize performance, and continuously improve the system. Whether it’s troubleshooting, process refinement, or user optimization — we’re with you every step of the way.

Our Approach to Your Salesforce Success

We believe that successful Salesforce implementation consulting starts with understanding your unique challenges and opportunities. That’s why our process includes:
We equip your team with hands-on training and comprehensive onboarding materials. Our goal is to ensure smooth adoption, so your users feel confident and capable from day one.

User Training Sessions and Onboarding

Real Results from Salesforce Consulting Services

Twistellar's Salesforce consulting service and solutions have transformed businesses. Our clients share how partnering with us has helped them grow, succeed, and move forward with confidence.
Financial Controller and Head of Staff, Internal Project Lead
“It was a very successful project. Always responsive, even after the go-live, you were providing responses and support within minutes (not even an hour) to the whole team who were shooting questions at you.
I can't say enough about how well you guys communicated and the professionalism you showed. The "customer-first" approach that you guys take — that's how it should be, and that's how it worked with Twistellar. Whenever we have consulting or implementation needs with Salesforce, you'll be my first call for sure.”
Head of Digital Transformation at Triple Point
“The Twistellar team works quickly without compromising quality. With previous agencies, there were a lot of temporary fixes, but Twistellar is good at seeing things that were missed, noting them, and reducing gaps.
They're very experienced with everything Salesforce and can offer a lot of insight. They're transparent and open in communication, which establishes trust.” We specialize in helping clients maximize ROI through intelligent use of Salesforce software consultant services, from initial setup to ongoing optimization.“
Executive Director at The Sustainable Procurement Pledge
“From my perspective, a satisfied team is paramount, and Twistellar has certainly delivered in this regard.
The seamless collaboration between my team and Twistellar, coupled with the personalized support they provide, has resulted in a positive experience. Knowing that my team now possesses the necessary tools and resources to excel is immensely gratifying. In summary, I'm pleased with the outcome.”
Founder & Managing Director
We never heard ‘this can’t be done’ — they always found a way to make it work, which was critical for a business like ours with unique compliance and onboarding workflows."
“The technical expertise at Twistellar is seriously impressive. Their team understood our complex requirements from day one and consistently found smart solutions within Salesforce.
We specialize in helping clients maximize ROI through intelligent use of Salesforce software consultant services, from initial setup to ongoing optimization.
We pride ourselves on being listed among the top Salesforce consulting companies globally. As a Salesforce consulting agency, Twistellar consistently exceeds client expectations through innovation, agility, and measurable outcomes.

Recognized for Best Salesforce Consulting Services

Clutch Global Leader
Consistently ranked among the top Salesforce Consulting firms worldwide by Clutch.co, including being named a Global Leader and organically ranked among the top 5 out of 1,708 Salesforce consulting companies.
5-Star Rating on AppExchange
Trusted by clients with a 5-star rating on both Clutch and Salesforce AppExchange.
Recognized at the highest tier of Salesforce partnership for our proven expertise, strong customer success, and consistent delivery of high-impact solutions.
Salesforce Summit Partner
Featured and awarded in various industry reports, including recognition as the #1 Salesforce Consulting Partner in Denmark.
Regional Leader in Salesforce Innovation

Certified Excellence in Salesforce Implementation

Whether you're searching for a Salesforce advisory services firm or need specialized help with SFDC consulting services, Twistellar delivers scalable, high-impact solutions.

Explore More Services

Twistellar is a full-cycle Salesforce consulting and scoping company, able to provide architectural support of any scale and complexity, and then develop all suggested and approved enhancements.

Technical Audit and Support

There's a huge difference in behavior between a Salesforce org that's properly set up and further administered by a professional, and an org that's managed and operated perfunctorily by a Salesforce CRM newbie.
If the code seems to be working fine for now, if it’s not clear enough, or hard-coding is used, in the future, it may be hard to understand the code, adjust it, or further expand the functionality.

Salesforce Applications Development

Code Review, QA, and Support

Building a proper Salesforce solution means ensuring that the system is well-tested on a full stack of platforms, and is structured and commented enough to be easily expandable in future.
Ensuring a reliable approach to data exchange and processing requires a proper choice of system architecture.

Architectural Solutions and Scoping

Data Migration and Processing

Companies need to customize the platform to be able to import, export and process large datasets, or just migrate crucial intelligence from some other storage to the CRM.
A capable and effective back end of any Salesforce application should be accompanied by an attractive and well-designed front end; otherwise, high user adoption may be unreachable.

Simplification of Interfaces

Managed Services

Twistellar provides professional support to help you optimize, maintain, and expand your Salesforce ecosystem while you focus on your business goals.

AI Apps

Building a custom AI application will help you process your data and make the most of your CRM investments.
Looking for Salesforce consulting services near you?
Twistellar's global team offers Salesforce business consulting backed by deep local market understanding. We offer tailored Salesforce CRM consulting services worldwide, ensuring timely, responsive support, professional execution, and affordable Salesforce consultant rates — without compromising on quality.

Salesforce Consultancy Near Me

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Ready to Start Your Salesforce Transformation?

Let Twistellar be your Salesforce consulting agency, guiding you toward smarter, faster, and more scalable digital transformation.

FAQ: Salesforce Consulting Services

Salesforce consulting services encompass the expert guidance and technical implementation provided by a Salesforce consulting company or Salesforce consulting partner like Twistellar. These Salesforce CRM consulting services help businesses strategically plan, implement, customize, integrate, and optimize their Salesforce CRM or specific Salesforce Clouds (like Salesforce Sales Cloud consulting services) to achieve specific business goals, improve efficiency, and drive growth.